LIA
LBMC Investment Advisors Portfolio holdings
AUM
$1.4B
1-Year Return
12.01%
This Quarter Return
+7.88%
1 Year Return
+12.01%
3 Year Return
+42.94%
5 Year Return
+77.45%
10 Year Return
+122.48%
AUM
$1.27B
AUM Growth
+$112M
(+9.7%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
1.77%
Top 10 Holdings %
Top 10 Hldgs %
70.1%
Holding
198
New
11
Increased
65
Reduced
36
Closed
3
Top Buys
Top Sells
| 1 |
iShares Select U.S. REIT ETF
ICF
|
$2.09M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$790K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$779K |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$586K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$461K |
Sector Composition
| 1 | Technology | 2.48% |
| 2 | Healthcare | 2.05% |
| 3 | Financials | 1.98% |
| 4 | Industrials | 0.94% |
| 5 | Communication Services | 0.94% |
